Ishita ShahCRD Number: 5755023
Current Firm: Align Impact, LLC
Ishita Shah (CRD# 5755023) is an Investment Advisor Representative working at Align Impact, LLC in New York, NY and has over 2 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Axa Advisors, LLC||New York, NY||Jan 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management205MILLIONS
Total Number of Accounts31ACCOUNTS
Average Account Value$6,616,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NC, NY, TX
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